Paraplanner

Are you an experienced Paraplanner or Technical Support professional within financial advice or wealth management, ready to take the next step in your career? This is an exceptional opportunity to join a well-established and fast-growing firm where your technical expertise will play a key role in delivering outstanding client outcomes.

Based from our Hingham office, you'll become part of a supportive, high-performing team that values collaboration, development, and excellence. We believe that building a strong business support function is crucial to our continued success - and that's where you come in.

• Career Progression: We actively encourage professional growth, offering support towards further qualifications and clear development pathways.
• Hybrid Flexibility: Benefit from a balanced mix of remote, in-office, and client-facing work to support your lifestyle and productivity.
• Competitive Package: Enjoy a salary of up to £45,000, alongside a comprehensive benefits package.
• Inclusive Culture: Be part of a team that champions knowledge sharing, collaboration, and a positive working environment.

As a Paraplanner, you’ll collaborate closely with our Financial Advisers and colleagues to provide high-quality technical support, ensuring clients receive clear, tailored advice. Key responsibilities include:

• Conducting detailed reviews of client files to fully understand their financial objectives and circumstances.
• Identifying any missing documentation and liaising with advisers and third parties to complete the records.
• Analysing existing financial arrangements and researching suitable solutions aligned with our investment proposition.
• Preparing cash flow models and insightful financial reports that help clients make informed decisions.
• Producing tax calculations and managing complex technical aspects of financial planning.
• Maintaining accurate records and ensuring full compliance with FCA regulations.
• Supporting colleagues through knowledge sharing and occasional reception cover where needed.

• Experience as a Paraplanner or in technical support within an IFA, wealth management, or financial planning environment.
• Qualified (or working towards) Level 4 Diploma in Regulated Financial Planning or equivalent.
• Strong analytical skills and the ability to translate complex information into clear, client-friendly reports.
• Knowledge of cash flow modelling and current financial planning strategies.
• A proactive mindset, with excellent communication and organisational skills.

If you're passionate about paraplanning and want to be part of a progressive and supportive team where your expertise is valued, we’d love to hear from you.

Apply today and discover a career where your technical skills, attention to detail, and drive for excellence can truly thrive.